5 /5 Rorie Duncan: Working with Jared has been great. You can be as involved or separated from your finances as time and other constraints allow. He is open to meet you where you are-I have never felt shamed by him, and he gives me realistic advice. He is also open to meetings whenever his schedule allows. Whenever I have a question, I can just hop on his calendar and schedule a meeting-and no question is too big or small.
He also makes you feel like a part of the family! I can tell that he takes his relationships with his clients seriously. I cant imagine having a different financial planner.